4 hoursapproval within hours, where it previously took days

Typical time from instruction to approval, against the earlier process.

Director quotes carry through to signature.

A quote composer carries director inputs and business terms into a signed document for the instruction.

From director inputs to a signed quote

From director inputs to a signed quoteDirector inputs, business defaults and contract terms combine into a composed quote. The recipient signs that quote through atomic snapshot signing, which preserves the version presented. The system renders a signed PDF and sends the document by email. The retained snapshot connects the signature to the terms accepted.
From director inputs to a signed quoteDirector inputs, business defaults and contract terms combine into a composed quote. The recipient signs that quote through atomic snapshot signing, which preserves the version presented. The system renders a signed PDF and sends the document by email. The retained snapshot connects the signature to the terms accepted.
Key
The system in words

Director inputs, business defaults and contract terms combine into a composed quote. The recipient signs that quote through atomic snapshot signing, which preserves the version presented. The system renders a signed PDF and sends the document by email. The retained snapshot connects the signature to the terms accepted.

Mandate

Carry the director’s terms into the signed instruction.

The estate agency wanted to win instructions sooner through a quote that directors could compose and recipients could sign. Director inputs, business defaults and contract terms supplied the material. The work centred on the transition from those inputs to an accepted document.

System

The composed quote becomes the signed document.

Seichō built a quote composer that combines the director’s inputs with the business defaults. At signing, the system captures a snapshot of the composed quote. A server-rendered PDF records the signed document, and email delivery carries that document to its recipient. The workflow uses defined automation throughout.

Controls

The accepted version stays attached to the signature.

Atomic snapshot signing binds the signing event to the quote as composed. The PDF retains that version for delivery and reference. The control is the connection between the terms presented and the document signed. The quote record provides the commercial context for the acceptance.

How the result is measured.

The documented result is a composed quote carried through signing into a retained and delivered document.

Typical time from instruction to approval, against the earlier process.

Related practice
Process automation. Software development and integration.
Standards
The firm’s software standards set out the approach to security, migration and reviewed change.

A signed instruction should preserve the terms agreed.

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